Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
351 episodes•
What Investors Get Wrong About Trade Wars | Kai Wu
00:56:055/14/2025
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip
00:59:525/6/2025
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
00:51:505/3/2025
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
00:50:444/30/2025
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
00:54:224/26/2025
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You
01:11:524/21/2025
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen
00:59:544/16/2025
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
00:55:204/13/2025
The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
01:02:494/9/2025
100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them